About the Role
A growing FinTech firm in the alternative space is seeking a licensed professional to join its growing sales team. This company empowers investors to access private market opportunities and innovative companies, helping democratize investing for a broader audience. If you're passionate about finance, private equity, and emerging technology sectors, this is your chance to make an impact in a fast-paced, high-growth environment. What You"ll Do
Build and maintain relationships with accredited investors across the U.S. Consult with clients to understand portfolio goals and risk appetite. Present and guide investors through exclusive private offerings. Collaborate with internal teams to ensure a seamless investment experience. Drive deal flow and contribute to overall market momentum. What We"re Looking For
FINRA registration required:
Series 7 and Series 63 . U.S.-based and authorized to work in the U.S. Strong relationship-building and outbound sales experience.
#J-18808-Ljbffr
A growing FinTech firm in the alternative space is seeking a licensed professional to join its growing sales team. This company empowers investors to access private market opportunities and innovative companies, helping democratize investing for a broader audience. If you're passionate about finance, private equity, and emerging technology sectors, this is your chance to make an impact in a fast-paced, high-growth environment. What You"ll Do
Build and maintain relationships with accredited investors across the U.S. Consult with clients to understand portfolio goals and risk appetite. Present and guide investors through exclusive private offerings. Collaborate with internal teams to ensure a seamless investment experience. Drive deal flow and contribute to overall market momentum. What We"re Looking For
FINRA registration required:
Series 7 and Series 63 . U.S.-based and authorized to work in the U.S. Strong relationship-building and outbound sales experience.
#J-18808-Ljbffr